News about Coastal Bridge Advisors

AWARDS > Coastal Bridge Advisors Named 2015 Wealth & Money Management Awards ‘Best For Philanthropic Planning in Connecticut’

Coastal Bridge Advisors Named 2015 Wealth & Money Management Awards ‘Best For Philanthropic Planning in Connecticut’

Coastal Bridge Advisors has been named Best For Philanthropic Planning in Connecticut as part of the 2015 Wealth & Money Management Awards. The awards are dedicated to uncovering and promoting the work and achievements of the very best the financial services community has to offer.

Award Criteria: The 2015 Wealth & Money Management Awards are dedicated to rewarding and recognising the hard work and dedication of everyone working in this vast industry, from including asset managers, financial planners, HNWI services and specialist banking providers. The awards do not take into account business size, location or reputation, instead looking for only those firms, departments or individuals whose dedication and commitment in all aspects of their role have seen them achieve stellar results for their clients, whether assisting with managing their wealth, planning for the future of their business or their family or providing more general – but no less vital – advice. This award is not indicative of future performance and may not be representative of any one client’s experience. For more information, please visit: http://www.wealthandfinance-intl.com/wealth-and-money-management-awards
June 2015